Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of October 25, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
-2.00%
14.46%
31.00%
7.62%
-4.18%
15.97%
25.65%
-15.90%
29.45%
1.40%
20.87%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.97%
-3.76%
19.16%
44.06%
14.15%
-5.62%
18.99%
12.03%
-17.61%
23.03%
-3.71%
28.01%
0.33%
16.00%
39.99%
8.44%
-3.89%
17.65%
17.73%
-19.74%
26.55%
2.58%
28.71%
0.60%
17.14%
34.61%
9.93%
-8.54%
16.23%
9.94%
-12.50%
25.17%
1.65%
25.98%
-3.82%
17.53%
32.16%
6.34%
-10.67%
17.71%
16.88%
-19.99%
29.64%
5.29%
36.85%
As of October 25, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.35%
2.60%
5.29%
31.84%
13.41%
12.81%
11.64%
7.70%
7.99%
10.46%
2.59%
3.86%
10.00%
33.72%
21.22%
18.53%
16.34%
10.54%
9.52%
10.64%
4.06%
4.61%
3.01%
46.17%
11.53%
9.32%
12.32%
7.75%
--
8.07%
5.40%
7.13%
5.77%
51.26%
14.66%
11.67%
12.67%
8.46%
--
9.38%
5.40%
7.34%
5.78%
43.43%
13.39%
11.19%
11.47%
8.23%
9.30%
9.59%
7.98%
11.43%
9.58%
63.84%
18.53%
14.59%
11.97%
6.33%
7.23%
6.68%
As of October 25, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of September 30, 2021